Towerto Private Wealth — Comprehensive Wealth Management Services in Glastonbury, CT

Our fiduciary standard means we are legally and ethically bound to put your financial well-being first. Whether you’re navigating retirement planning, optimizing investments, or developing a tax-efficient strategy for the future, you can expect complete transparency and unbiased guidance every step of the way.

Personalized Wealth Management Built Around You

At Towerto Private Wealth, we believe that wealth management should be as personal as your life story. No two clients share the same goals, responsibilities, or definitions of success. That’s why our process starts with understanding your full financial picture—your aspirations, your challenges, and the legacy you want to build.

We take a holistic approach that integrates investment management, retirement planning, insurance coordination, and estate considerations. Our objective is simple: to help you make confident decisions that lead to financial independence and long-term security.

Our Core Services

1. Investment Management

Your investments should work as hard as you do. Our investment management process focuses on creating diversified, risk-adjusted portfolios that align with your time horizon and financial goals.

We believe in evidence-based investing—grounded in academic research and disciplined portfolio construction. Our strategies emphasize:

• Low-cost, tax-efficient investment vehicles
• Long-term growth through global diversification
• Periodic rebalancing to stay aligned with your risk tolerance

Whether you’re saving for retirement, planning for a child’s education, or managing generational wealth, we develop a personalized investment strategy that adapts to market conditions and life changes alike.

2. Retirement Planning

For retirees and pre-retirees, the transition from accumulation to distribution requires careful planning. Our wealth management services include comprehensive retirement income strategies that focus on sustainability and peace of mind.

We’ll help you answer key questions such as:

• When can I retire comfortably?
• How much income can my portfolio generate each year?
• What’s the most tax-efficient way to draw from my accounts?

By combining investment management with tax planning, we aim to preserve your assets and create a reliable stream of income designed to last a lifetime.

3. Financial Planning for Families and Professionals

Families and professionals often juggle competing financial goals—saving for college, paying off debt, investing for the future, and protecting their loved ones. Our wealth management process organizes these priorities into a clear, actionable plan.

We help you:

• Develop comprehensive budgets and savings strategies
• Optimize cash flow and tax efficiency
• Plan for major life events such as marriage, a home purchase, or starting a business
• Evaluate insurance coverage to safeguard your financial foundation

Our objective advice helps ensure your financial decisions today support your long-term vision for tomorrow.

4. Business Owner Wealth Management

For self-employed professionals and business owners, personal and business finances are often intertwined. Towerto Private Wealth helps you integrate both sides of your financial life to create clarity and control.

Our services for entrepreneurs include:

• Succession and exit planning
• Retirement plan design (SEP, SIMPLE, Solo 401(k), etc.)
• Tax-efficient distribution strategies
• Risk management and insurance reviews

By combining investment management and long-term business strategy, we help you protect what you’ve built and create a smoother path toward financial independence.

5. Estate and Legacy Planning

A thoughtful estate plan ensures that your wealth serves your loved ones and the causes you care about most. We work alongside trusted estate planning attorneys and CPAs to coordinate your legal and financial documents, including wills, trusts, incapacity documents, and charitable giving strategies.

Through our fiduciary lens, we help align your wealth management plan with your legacy goals, ensuring that your assets are distributed according to your wishes while minimizing potential tax burdens for your heirs.

Why Clients Choose Towerto Private Wealth

1. Independence You Can Count On

Unlike many large wealth management companies, we operate without quotas, sales incentives, or product commissions. Every piece of advice we offer is driven by your needs, not ours.

2. Fee-Only Transparency

Our compensation comes solely from our clients—never from outside firms or hidden fees. This model fosters transparency, integrity, and trust.

3. Comprehensive and Coordinated Planning

We collaborate with external professionals—CPAs, attorneys, and insurance specialists—to provide well-rounded strategies that touch every area of your financial life.

4. Local Insight, National Perspective

As a Glastonbury-based wealth management firm, we understand the financial landscape of Connecticut families and businesses while leveraging nationwide research and tools to enhance your portfolio strategy.

A Relationship Centered on Education and Empowerment

I believe true financial confidence comes from understanding, not just delegation. That’s why I take time to explain every recommendation, investment decision, and financial projection in plain language.

At Towerto Private Wealth, our goal isn’t simply to manage your money—it’s to help you make better financial decisions through knowledge and transparency. Whether we’re reviewing a market shift, a tax change, or an estate update, you’ll always know the “why” behind every move.

The Towerto Private Wealth Difference

Our clients describe working with us as both personal and professional. We don’t believe in one-size-fits-all financial plans or generic advice. Every portfolio, every meeting, and every recommendation reflects our commitment to your long-term success.

We’re not just one of many wealth management companies—we’re your advocate for financial clarity and independence. When you work with Towerto Private Wealth, you gain a dedicated partner focused entirely on your best interests.

Start Building a Confident Financial Future

Whether you’re nearing retirement, growing your business, or simply ready to take control of your financial future, Towerto Private Wealth is here to help.

Our investment management and wealth management services are designed to bring structure, purpose, and peace of mind to your finances. Together, we’ll create a plan that reflects your goals, respects your values, and evolves with your life.

Contact Towerto Private Wealth in Glastonbury, CT, to schedule your consultation and take the first step toward a more confident financial future.